Lead Personal Banker - Downtown

Corefirst Bank & Trust • Topeka, KS

5d • Onsite

About The Position

Lead Personal Bankers (“LPB”) open banking accounts, process loan applications, and assist customers with CoreFirst products and services. LPBs may support branch management with scheduling, directing, training, and on-the-spot coaching of branch staff. The Lead Personal Banker plays an important role in carrying out branch sales goals and objectives.

Requirements

• Two (2) years of banking experience preferred
• High School diploma or equivalent required, some college preferred
• High level of skills in the CoreFirst Bank & Trust Competencies of Customer Focus, Compliance, Ethics, Perseverance, and Time Management
• Working knowledge and proficient use of Microsoft computer applications to include Word, Excel, and Outlook
• Ability to quickly adapt to changes in procedure and/or technology
• Proficiency with processes and procedures related to consumer deposit and loan products
• Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability. A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential.
• Professionalism and composure, strong sales awareness, ability to contribute to a motivated environment, ability to monitor key details and set priorities, and goal oriented
• Applicants must pass a drug screen and background checks
• Internal applicants must be meeting the minimum requirements of their current job and submit a cover letter and resume via the employee portal

Nice To Haves

• some college preferred

Responsibilities

• Illustrates and sells the benefits of CoreFirst Bank & Trust products and services to prospective and current customers to generate new business and strengthen existing household relationships
• Tracks progress towards branch sales goals.
• Partners with Branch Sales Manager in assigning personal and branch goals
• Provides on-the-spot coaching to Personal Bankers and Customer Service Associates related to the CoreFirst products and sales process
• Provides existing Bank customers with their financial needs, by listening and asking appropriate questions; Responsibilities include, but are not limited to: answering customer questions, performing account maintenance, and assisting customers with bank processes and procedures
• Participates in daily branch operations including, but not limited to, opening and/or closing the branch, balancing the vault, assisting with completion of internal records and audit logs, administering safe deposit box needs, performing teller duties as required, and carrying out other administrative functions, as needed
• Resolves customer escalations regarding Bank sales and services

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED